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Thread: Reporting TSP Disbursements on 1040

  1. Default Reporting TSP Disbursements on 1040

    NOT an annuity. All traditional.
    4a & 4b or 4c & 4d ?


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  3. Default Re: Reporting TSP Disbursements on 1040

    Additional information. Sorry, do not understand this "tag" stuff.

    My first year with a TSP disbursement. My TSP is all 100% traditional, and I'm taking it in periodic payments. NOT an annuity. And it's 100% taxable.


    My 2019 TSP 1099R says it goes on the line for "Pensions & annuities". (Which is line 4c & 4d.)


    Publication 721 (for 2019) page 16 says: Line 4c &4d also. OK.


    Publication 721 (for 2018) page 16 says: report TSP disbursements on Line 4a & 4b - which is for IRA distributions.


    So, is 4c & 4d correct? Add it to my CSRS pension 1099R? Seems odd since it is 100% traditional, and not an annuity.

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  5. Default Re: Reporting TSP Disbursements on 1040

    FYI. For 2019 lines 4c & 4d are correct for my TSP disbursement. Same lines as my pension. Seemed odd as it is not an annuity.

    (Note: The 2018 Form 1040 does not have lines 4c & 4d.)

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  7. #4

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    Default Re: Reporting TSP Disbursements on 1040

    Quote Originally Posted by Skramy View Post
    FYI. For 2019 lines 4c & 4d are correct for my TSP disbursement. Same lines as my pension. Seemed odd as it is not an annuity.

    (Note: The 2018 Form 1040 does not have lines 4c & 4d.)
    FWIW same for me. Does seem odd but that's where it goes.

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